FAM
APP icon

Fred Alger Management’s Applovin APP Stock Holding History

Fred Alger Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$467M Sell
1,173,040
-499,354
-30% -$241M 2.05% 11
2025
Q4 		$1.13B Sell
1,672,394
-219,548
-12% -$138M 4.42% 6
2025
Q3 		$1.36B Sell
1,891,942
-435,702
-19% -$201M 5.29% 5
2025
Q2 		$815M Sell
2,327,644
-506,148
-18% -$164M 3.65% 5
2025
Q1 		$751M Buy
2,833,792
+303,063
+12% +$104M 4.28% 6
2024
Q4 		$820M Sell
2,530,729
-1,008,738
-28% -$255M 3.91% 6
2024
Q3 		$462M Buy
3,539,467
+46,854
+1% +$4.27M 2.24% 8
2024
Q2 		$291M Buy
+3,492,613
New +$271M 1.41% 12

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fred Alger Management's APP Position: Q1 2026 in Review

Fred Alger Management reduced its Applovin (APP) stake by 30% in Q1 2026, selling an estimated $241M and leaving 1,173,040 shares worth $467M. The position accounts for 2.05% of the portfolio, ranked #11.

Fred Alger Management first reported a position in APP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.36B in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Fred Alger Management held 1,173,040 shares of Applovin worth $467M as of Q1 2026.
  • Fred Alger Management sold 499,354 Applovin shares in Q1 2026, an estimated $241M.
  • Applovin made up 2.05% of Fred Alger Management's portfolio in Q1 2026, its #11 holding.
  • Fred Alger Management first reported a position in Applovin in Q2 2024 and has held it in 8 quarters since.
  • Fred Alger Management's Applovin position peaked at $1.36B in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Fred Alger Management's 13F filing for Q1 2026, filed 15 May 2026.